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Showing 1 - 10 of 10913 results for "Planning"

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI  |  FRIDAY, 5 JUN 2026
Count Financial has reportedly wound up its restricted self-managed superannuation fund (SMSF)/limited-advice service, losing some 26 advisers on the Financial Adviser Register (FAR), latest data shows. Padua WealthData's weekly adviser update shows ...

Family office succession takes back seat to investments

KARREN VERGARA  |  FRIDAY, 5 JUN 2026
... employ formal financial performance measurement and annual budgeting processes. Specialist areas like legal services, tax planning, and cybersecurity are commonly outsourced. UBS found, however, that activities tied closely to family dynamics show a ...

TAL appoints two new board members

MATTHEW WAI  |  FRIDAY, 5 JUN 2026
... Meanwhile, Kai is a director at TAL's parent company Dai-ichi Life Group, where he has been responsible for corporate planning, organisational restructuring, and the development and execution of growth strategies in Japan and overseas for the past ...

Centrepoint Alliance acquires two advice firms

KARREN VERGARA  |  MONDAY, 1 JUN 2026
Centrepoint Alliance will acquire Queensland financial advice practices Cairns Wealth and Pinnacle Wealth for $3 million from Astute Financial Management. The two practices, which operate within the Astute network, will add three advisers to Centrepoint ...

Small pocket of failed measures can 'blow the entire business': Anderson

MATTHEW WAI  |  FRIDAY, 29 MAY 2026
... Anderson said many cases of misconduct stem from control measures inadequately enforced. He provided InterPrac Financial Planning as an example, where misconduct of only a small portion of advisers can be a detriment for the entire business. "There's ...

AFCA puts InterPrac determinations on ice

KARREN VERGARA  |  FRIDAY, 29 MAY 2026
The Australian Financial Complaints Authority (AFCA) is pausing all InterPrac Financial Planning-related determinations as court proceedings instigated by the latter are underway. For people affected, the pause in determinations mean their complaints ...

More advisers go self-licensed to avoid associative risks

MATTHEW WAI  |  THURSDAY, 28 MAY 2026
An industry expert said financial advisers are increasingly moving towards a self-licensed model to gain better control of their business, while avoiding the risks of operating under large dealer groups. My Dealer Services (MDS) managing director Alex ...

ART appoints two to board

ELIZA BAVIN  |  TUESDAY, 26 MAY 2026
... appointed, initially as an adviser to the board's Investment and Valuation Oversight Committees, facilitating succession planning for the role of chair of the Investment Committee when current chair and director Mark Burgess retires from the ART board ...

FAAA pushes for 'fundamental' changes to CSLR

KARREN VERGARA  |  TUESDAY, 26 MAY 2026
The Financial Advice Association of Australia (FAAA) is pushing for "fundamental changes" to how the Compensation Scheme of Last Resort (CSLR) is funded, arguing it would be detrimental to financial advisers and small businesses if it continues in its ...

MPC Markets partners with HeirWealth

VINNY VUCAGO  |  TUESDAY, 26 MAY 2026
... insurance holdings and collectibles. The portal also includes document storage, wealth calendar functionality and estate planning style features including the ability to record expressions of wishes and share information with family members or advisors. ...
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